CODEWITHSUNDEEP
powerbidax
Haz
Haz

Reputation: 361

how to get monthly and yearly totals using dax

I'm kind of new to the power bi. I want to calculate the monthly yearly totals from the column Amount and TRD_date column. Please see the below data Data of the table

Upvotes: 1

Views: 2857

Answers (1)

Taterhead
Taterhead

Reputation: 5951

The solution does not require DAX. You can do this easily in Power Bi Report Desktop. Just follow these steps:

Step 1- create a new Report and on a blank report, click the Table visual (show highlighted in yellow below)

enter image description here

Step 2- Bring in your datasource and drag over to the Values area of the visual, the Date column first, then the Amount column second. Your values will look like:

enter image description here

Step 3- Remove (click the X) for the Date-> Quarter Value and Date-> Day value. This will total the amounts for you by Month and Year.

Your table will be a shown below:

enter image description here

My data is shown here for reference:

enter image description here

Upvotes: 1

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